Displaying 212 results
Largest independent broker-dealer holding companies
Holding company IBD subsidiary 2013 2012 % change LPL Financial Holdings Inc. LPL Financial LLC 13,553 13,155 3.0%…
BlackRock puts the brakes on market-moving analyst sentiment reports
Today's Breakfast with Benjamin features BlackRock's settlement with the N.Y. attorney general. Plus: Stock futures looking up, activist hedge funds rock, a look at 4Q earnings, the myth of cybersecurity, retirement mistakes to avoid and the upside of office relationships.
What to expect from the Davos World Economic Forum
Today: What to expect from Davos ... but remember how Davos big-thinkers whiffed last year. Also: Time to worry about deflation again, hedge funds go for the gold, a Super Bowl market indicator, and Happy MLK Day.
Goldman calls stock market lofty by most measures
Today's Breakfast with Benjamin includes: Goldman's stock market call, a closer look at Fed policy, lawyers pick apart Volcker rule, retailers and cyber security, combining IRAs, and how not to ignore your client's wife.
Back to the basics on bond funds
Breakfast with (InvestmentNews senior columnist Jeff) Benjamin: Going back to basics with bond funds; breaking down the jobs report; Wall Street confronts a big mortgage settlement; Chinese exports falter; the polar vortex and natural gas prices; and retailers' bad holiday season.
Rubber meets the road on Fed tapering
Breakfast with Benjamin: Did the Fed make the right move with tapering? We'll know this week. Plus: Hot stocks for cold weather, missing out on the market, consumer sentiment looks bright, office vacancy rates still hurting, and the minimum wage debate.
Gold hits the skids and miners dig deep
Today's Breakfast with Benjamin shines a light on the slide in gold and its impact on miners, Volcker rule tweaks, Nasdaq settling its Facebook IPO glitch, the expected drop in oil prices, and quotes to ponder
Gold drops like a rock in latest signal of economic recovery
Gold dropping like a rock. Plus: Taper mania, SAC's Steinberg convicted, big government seen as big bad, investment tips for 2014, and if economists wrote Christmas cards.
Janet Yellen takes the helm (and the heat) at the Fed
Breakfast with Benjamin: Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.
Oh, snow! But advisers use tech to keep business humming
Deep South hit hard for 2nd time; Eastern Seaboard shrugs it off
Hedge fund investors see the downside of relative performance
Today: What hedge funds fleeing the market means. Plus, buck up, investment banker bonus week is here; building your own mutual fund; clean energy stocks; getting the most out of Siri; and more.
Goldman, JPMorgan advise ducking out of emerging markets
In today's Breakfast with Benjamin: Two big investment houses recommend exiting emerging markets. Also: Credit Suisse offloads risky assets, investment gurus get nervous about 2014, cold weather and a weak economy, and what will cost more this year.
60/40 is fine for many advisers
Investors have poured $156.6 billion into alternative investments, including nontraditional bonds, since 2010, according to data from Morningstar Inc. Nearly half of that amount — $74.6 billion — has come in 2013, giving the alternative market total net assets of $227.3 billion. Still, some believe that overdiversifying is unlikely to add value for clients and maintain that sticking to stocks and bonds is enough.
It’s time to rethink bond allocations
The search for new portfolio ballast
How Pimco misread the Fed’s tapering plan
Today: How Pimco misread the Fed's tapering plan, plus: Gold starts to shine, the dollar rallies and ETFs are on track to overtake hedge funds. Also: Oops, Obamacare forgot to include an option for adding babies to insurance.
Hefty tax bills could lurk in failed life insurance policies
Investors who surrender or let policies lapse risk big tax bills for so-called phantom income.
New love for mortgage REITs
2014 could be a good year for mortgage REITs and here's why. Plus: Which housing markets are vulnerable to rising rates, gold-mining stocks for the truest gold bugs, an ETF end zone dance, social media apps took over in 2013, and more proof of Obamacare bumbling.
Big PE firms facing $1B settlement in collusion case
Plus: Asian markets are charging, hitting a year-end financial high note, how to use bond ETFs, Amex gets stung, and apps for getting fit. Check out Breakfast with Benjamin.
The sleigh is loaded up for a Santa rally
Plus: Hedge funds short gold, bonds embrace Fed taper, Obamacare hits the family budget hard, a case for reverse mortgages, and holiday tipping tips
Variable annuity sellers clamp down on payments to existing contracts
Two of the largest variable annuity sellers sharply pulled back on additional premiums into existing contracts during a busy third quarter for the sellers.
